Apollo Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$20⁠-⁠$140/hr

“The negotiated hourly fee for these services is between $20 and $140.”

Flat or project fee

$20⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $20 and $15,000.”

Annual fee

$20⁠-⁠$20,000/yr

“The negotiated fixed rate is between $20 and $20,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Apollo Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of AWML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients must pay the prorated performance-based fees for the billing period in which they terminate the Investment Advisory Contract up to and including the day of termination.”

How Apollo Wealth Management’s fees compare

• Its hourly rate of $20-$140 is below the Ohio median of $250. 2% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $20-$15,000 spans the Ohio median of $3,250. 81% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $20-$20,000 spans the Ohio median of $5,000. 68% of the 79 other Ohio planners that publish an annual fee charge less.

About Apollo Wealth Management

• Firm size: 4 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

490

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$22,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334251

Website

invest-awm.com (opens in new tab)

Phone

(330) 345-5207

Other planners in Ohio that publish fees

• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr

Compare all 564 planners in Ohio